Beacon Asset Management

Overview

Beacon Asset Management is a small, privately owned limited liability company operating as an independent registered investment adviser. Its client mix includes individuals and families as well as some institutional relationships. Advisory services listed on the firm profile emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting services; the profile also indicates the firm is not designated as a pension consultant in its snapshot. Fee arrangements are hybrid: percentage-of-AUM pricing is offered alongside hourly and fixed-fee engagements. The firm is not flagged as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Investments & Alternatives